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Client Services Associate: Wealth Planning Support
Job in
Alexandria, Fairfax County, Virginia, 22350, USA
Listed on 2026-07-24
Listing for:
Edelman Financial Engines
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Edelman Financial Engines is seeking a Client Services professional to partner with a Financial Planner, delivering a high level of service to our clients. You will coordinate client meetings, prepare paperwork, and support ongoing client interactions to ensure accuracy and timely follow-up.
Responsibilities include supervising client account activity, researching and resolving issues, and aiding with company-wide initiatives while maintaining confidentiality.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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